How do I scan a document into the client’s record?

Sometimes documents are completed on paper, but need to be included in the client’s record. In this section, we’ll cover how to scan a document into the client’s record.

1. Click the Search icon.

2. Type “Scanning” in the search bar.

3. Select “Scanning (My Office)” from the search results.

4. To scan, you need a scanner attached to your workstation. Scanning will use your scanner’s software but save it in SmartCare.

a. To scan a single document, click the “Scan New Images” icon.
b. To scan multiple documents in a batch, click the “Start Scan Upload” button.